Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Francine Way

JULY 8, 2017

There are many reasons to sell a house: wanting liquidity and diversification (especially if the house is an investment property), lack of progress toward a financial / strategic goals (i.e. the house sits in a geography that is not expected to increase in value anymore), lack of financial resources to pay for the house, estate-planning (i.e.

M&A 130

M&A Acquisitions Sale Investment 130

Francine Way

JUNE 22, 2020

In merger cases, we should look into the other party’s business, their financial standing, and what synergies can be had to make the marriage more than 1+1=2. Any notable B2B and/or B2C customer relationships - this will also give the BoD a hint of the target’s business model. What product and/or services the target sells.

M&A 130

M&A Valuation Mergers Mergers and Acquisitions 130

How2Exit

MARCH 23, 2023

Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance. It is essential to ensure that the business is sold for the highest possible price, while also getting the best deal structure. Finally, it is important to have a well-thought-out exit strategy.

M&A 130

M&A Business Book-building Sale 130

How2Exit

MARCH 7, 2023

11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe. Ron Concept 1: Know The Risks of M&A When it comes to mergers and acquisitions (M&A), it is essential to understand the risks involved. -Ron M&A can be a great way to expand a business, but it can also be very risky.

M&A 130

M&A Investors Mergers and Acquisitions IT 130

Devensoft

JUNE 1, 2023

Chapter 1: A Modern Due Diligence Guide for Today’s Economy Merger and acquisition (M&A) due diligence is a crucial process for businesses looking to acquire or merge with another. According to a study by Deloitte, over 90% of M&A deals fail to achieve their objectives, often due to inadequate due diligence.

Economics 98

Economics M&A Management Financial Statement 98

Sun Acquisitions

MARCH 8, 2022

One of the first questions a seller often asks is, “What documents are needed to sell a business?”. We’ve split the required documents as follows: A checklist of the legal documents needed to sell a business. A checklist of the financial documents needed to sell a business. Legal Documents Needed to Sell a Business.

Business 98

Business M&A Finance Finance 98

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "What we measure gets improved.

Financial Models 130

Financial Models Financial Modeling Mergers and Acquisitions Mergers 130

How2Exit

OCTOBER 11, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

Business 130

Business Mergers and Acquisitions Mergers Acquisitions 130

Cooley M&A

MAY 22, 2020

Yesterday, once again without an open meeting, the SEC voted (with a dissent from Commissioner Allison Lee) to adopt amendments to the requirements for financial statements relating to acquisitions and dispositions of businesses.

Financial Statement 40

Financial Statement M&A Acquisitions Accountant 40

Lake Country Advisors

NOVEMBER 18, 2024

Buying a business is a significant decision, and asking the right questions upfront can prevent future complications. Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. Why Do I Want to Buy a Business? What Skills Do I Bring to the Table?

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

How2Exit

NOVEMBER 8, 2023

b' The Great Game of Business: Teaching Financial Literacy and Ownership - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Business 130

Business Book-building Accountant Education 130

How2Exit

JANUARY 13, 2024

rn About The Guest(s): rn Ronald Skelton is the host of the "How to Exit" podcast, where he interviews business owners, industry leaders, authors, mentors, and other influencers in the mergers and acquisitions space. This phase involves a meticulous and comprehensive examination of the target business.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Shares Acquisitions 130

GillAgency

JANUARY 20, 2023

Mergers and acquisitions (M&A) are common in the business world and involve the combination of two companies or the acquisition of one company by another. However, the process of M&A is complex and involves several steps, including due diligence, negotiations, and integration.

M&A 52

M&A Mergers and Acquisitions Financial Statement Negotiation 52

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. But in today’s fast-paced business environment, the role of technology is becoming increasingly crucial for success. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

How2Exit

FEBRUARY 23, 2023

The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business. Ron Concept 1: Buy An Existing Business For Growth The idea of buying an existing business for growth is one that has been around for many years. -Ron It is a great way to get started in business without having to start from scratch.

Business 130

Business Negotiation DCF Acquisitions 130

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations. Always learning’ is an important value for our team.

Financial Statement 111

Financial Statement Financial Models Financial Modeling Middle Market 111

Sun Acquisitions

MARCH 22, 2024

Mergers and acquisitions (M&A) are pivotal in the corporate world, where businesses come together to create new opportunities and enhance their competitive edge. It involves meticulously reviewing the target company’s financial, operational, legal, and strategic aspects.

M&A 59

M&A Mergers Mergers and Acquisitions Risk Assessment 59

How2Exit

SEPTEMBER 2, 2024

Hailing from Scotland with ties to Ireland, Danny has diverse experience in turning around small businesses. He kickstarted his entrepreneurial journey by aiding in the acquisition and sale of a sensory deprivation tank business. Currently, Danny focuses on M&A activities, primarily within the marketing and creative agency sectors.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

How2Exit

MAY 30, 2023

Ron Concept 1: Adjust Out Personal Expenses When it comes to buying or selling a business, adjusting out personal expenses is an important part of the process. This is because personal expenses can be mischaracterized as business expenses, which can lead to inaccurate financial statements and ultimately lead to a bad deal.

Private Equity 130

Private Equity Business Equities Investment 130

How2Exit

MAY 29, 2023

This is something that Dr. Klint Kendrick, a 10-year veteran in the world of M&A, has learned through his own experience as an acquired employee and catching manager. It is easy to focus on the financials and overlook the importance of investing in people. Doing so will help ensure a successful merger or acquisition.

M&A 130

M&A Mergers and Acquisitions Mergers Media 130

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

PCE

NOVEMBER 21, 2023

For many of us, the end of the year is a time for reflection—and for most businesses, it is a critical juncture. Now is the time to prepare for the future, especially if you’re considering the sale of your business.

Financial Statement 52

Financial Statement Sale Business IT 52

MergersCorp M&A International

FEBRUARY 22, 2024

MergersCorp M&A International is a prominent global investment banking firm that offers a wide range of services to businesses looking to expand through mergers and acquisitions (M&A). MergersCorp understands that M&A transactions can be complex and fraught with challenges.

M&A 52

M&A Corporation Mergers and Acquisitions Portfolio 52

Focus Investment Banking

JUNE 17, 2024

For a new client, we recently had to spend a bit of time up front explaining how escrows work in M&A transactions and why they exist. A target working capital amount that needs to be left in the business is determined for the transaction. In the case of our new client that I refer to above, he has a 75-year-old, thriving business.

M&A 52

M&A Financial Statement Capital Insurance 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

How2Exit

OCTOBER 16, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

How2Exit

APRIL 4, 2023

Ron Concept 1: Interest Rates Affect Value Interest rates have a profound effect on the value of a business. When interest rates are low, businesses are able to borrow money at lower rates, which in turn increases their value. This is especially true for businesses that are looking to be sold.

Business 130

Business Management Negotiation Sale 130

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. Have you been considering a sale, recapitalization, or financing to grow your business?

M&A 52

M&A Capital Raising Investment Banking Business 52

How2Exit

NOVEMBER 6, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. Reconciled sets the standard for consistency and quality that you can count on.

IT 130

IT M&A Business Mergers and Acquisitions 130

Sun Acquisitions

NOVEMBER 27, 2023

Selling a business is a significant decision that demands careful consideration and meticulous planning. Whether you are a seasoned entrepreneur looking to move on to new ventures or a small business owner seeking retirement, selling a business can be daunting and filled with complexities.

Broker 72

Broker Business Negotiation Valuation 72

The M&A Lawyer

AUGUST 25, 2015

Most private M&A transactions are structured as acquisitions of stock , rather than mergers or asset purchases. However, M&A transactions are anything but basic. In later posts on The M&A Lawyer Blog, I will examine each of these sections more closely and provide a more detailed and nuanced discussion of their contents.

Stock 130

Stock M&A Government Mergers and Acquisitions 130

Lake Country Advisors

AUGUST 7, 2023

In the ever-changing business world, timing is everything, especially when considering the best time to sell your business. In 2023, many business owners may find themselves pondering this very question. The current market conditions and economic landscape have created a fertile environment for business sales.

Business 96

Business Sale Negotiation Broker 96

GillAgency

SEPTEMBER 15, 2023

The first interview between a prospective buyer and a seller in the realm of mergers and acquisitions (M&A) marks a pivotal moment in the initial due diligence process. They may ask about historical financial statements, revenue trends, and profitability.

M&A 52

M&A Mergers and Acquisitions Financial Statement Acquisitions 52

How2Exit

AUGUST 28, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Presser & Co

APRIL 4, 2023

I first heard of a 3-way excel financial model in the early part of my career and it was spoken about in hushed tones, with such aura. So let’s start with a definition of a 3-way integrated excel financial model. Why then is a 3-way so important in M&A? Many, but not all M&A advisors do this for you.

Financial Models 52

Financial Models Financial Modeling M&A Financial Statement 52

Sun Acquisitions

JULY 1, 2024

In the intricate game of mergers and acquisitions, small business owners often find themselves at the forefront of strategic decision-making when considering a transition. Maximizing returns is a common objective, but what if there was a playbook—a strategic guide tailored for sellers to navigate the complexities of business transitions?

Business 59

Business Negotiation Mergers and Acquisitions M&A 59